Hoffman Estates Financial Advisor: Legacy Planning With Robust Asset Protection

Mar 4, 2024

Don’t have an estate plan yet? Goldstone Financial Group (+1-630-620-9300) helps retirees in Hoffman Estates ensure a smooth transfer of wealth to future generations – call the team today!

It’s the conversation every retiree needs to have but many put off: estate planning. Goldstone Financial Group is here to help you manage this process so you can be prepared for any eventuality.

Interested? Head over to https://goldstonefinancialgroup.com/ 

The team helps you seamlessly transfer assets to your designated inheritors, helping you arrange a robust estate plan that can be the building block of generational wealth.

Goldstone Financial Group emphasizes that its service is not just for high-net-worth individuals, but for everyone who has anything of value to leave behind. These assets can include your family home, vehicles, jewelry, and retirement funds, among others.


According to industry data, only about one in three Americans have an estate plan; furthermore, 20% of those who do have an estate plan have not updated it in the last five years. 

 But CEO Anthony Pellegrino highlights the importance of the estate planning process: “An estate plan is more than just a guide for distributing assets; it represents peace of mind – both for you and your family. Our team will work closely with you to understand your needs and will partner with you in creating a plan that covers all your bases.”

Through the consultancy's estate planning service, you can:

Prevent Family Squabbles

Inheritance can be an emotionally charged topic. Having clear-cut instructions on how to pass on your assets and wealth can prevent not just infighting but also legal complaints.

Maximize Wealth Transfer

Goldstone Financial Group will teach you how to set up a living trust to shield your assets from both creditors and estate taxes, ensuring that your surviving relatives can keep more of your family wealth.


Goldstone Financial Group was established in 2000 by Anthony Pellegrino and has helped over 2,500 clients craft proven financial strategies. The consultancy's goal is to help you maximize wealth during your working years and generate lifetime income when you retire. In addition to Hoffman Estates, the team serves clients in Chicago, Franklin, Nolensville, and Oakbrook Terrace. 

One client highlighted how easy it is to work with the consultancy: “Goldstone Financial Group is extremely professional and shows personal interest and concern for its patrons. The appointments are conducted well and on time. The staff is also a good representation of the entire organization. A good company to do business with!”

You never know what might happen in the future, so it pays to start preparing today. Luckily, Goldstone Financial Group is here to help you with all your estate planning needs!

Reach out by visiting https://goldstonefinancialgroup.com/contact-us/ 

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